Newsroom


It's Time for the National Center for Employee Ownership (NCEO) 2016 Annual Conference

Wednesday, April 06, 2016

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Initial Guidelines for ESOP Trustees and ESOP Valuations

Monday, September 29, 2014

The U.S. Department of Labor has a 2014 initiative to closely examine and scrutinize ESOP valuations. The U.S. government is increasing their scrutiny of business valuations of ESOPs (Employee Stock Ownership Plan) within sponsoring companies as a result of the inflated values and per share discrepancies in values in recent years.  The Labor Department is currently involved in 15+ lawsuits, most of them involving business valuations as the central issue in dispute.  The claims include deliberate inflation of values harming the ESOP Plan and the participating members of the plan.  Read More


Nov 13-14 - ESOP Association Conference, Las Vegas, NV

Sunday, June 08, 2014

Avenue M Advisors will be attending the ESOP Association Semi-Annual Conference for ESOP companies and advisors.  This event is a great way to stay current on valuation issues related to ESOP companies and network with existing and prospective ESOP companies. Read More


Oct 8-10 CAWS Western Chapter ESOP Conference, Anaheim, CA

Sunday, June 08, 2014

Avenue M Advisors will be attending this regional ESOP conference to keep up to date on the latest changes in business valuations for ESOP companies and network with ESOP companies.   Read More